Managing and modifying insurance bookings

Last updated: October 23, 2026

Insurance Bookings: Bookings > Insurance. Tracks all insurance purchases. Statuses: Processing > Confirmed (downloadable policy + email to share with student) or Cancelled or Amendment. Click booking for net/gross prices, amendment option. Filter by Student/Policy/Status. To modify: open confirmed booking > Request an amendment (top right) > choose reason (Extension/Reduction/Change Start Date/Student Information/Other) > fill form. Status: Sent > Processing > Issued. One amendment at a time. Outstanding payment may need card before submitting.

The Insurance Bookings section tracks all insurance purchases made through Edvisor.

Managing your bookings

How to access

Edvisor > Bookings > Insurance.

What you'll see

Column

Description

Student

Name of student insured

Policy Name

Insurance policy name

Status

Processing, Confirmed, Cancelled, or Amendment status

Payment

Payment status

Booking Date

When the insurance was booked

Booking Platform

User who booked

Booking statuses

Status

Meaning

Processing

Edvisor's insurance team is processing

Cancelled

Booking was cancelled

Confirmed

Booking complete, policy downloadable from this section

Amendment

Changes to booking are in process

Once Confirmed, the agency can download the policy and the insurance operations team emails the booking details to share with the student.

Click a booking

Opens the full booking view, including:

  • Net price and gross price.

  • Amendment request option.

  • Complete booking details.

Filters

Filter the list by:

  • Student.

  • Policy.

  • Status.

Click the tabs at the top to apply.

Modifying a booking

Request amendments to confirmed insurance bookings.

Prerequisite

The booking must have Confirmed status. The Request an amendment button only appears for confirmed bookings.

Steps

  1. Go to Bookings > Insurance.

  2. Open the confirmed booking.

  3. Click Request an amendment in the top right.

  4. Choose an amendment reason.

  5. Fill out the amendment form with required details.

  6. Include any supporting documents or notes.

  7. Click Request Change.

Amendment reasons

Reason

When to use

Extension

Add days to start or end of policy. System charges for additional days.

Reduction

Remove days from start or end. System auto-recalculates and refunds if applicable.

Change Start Date

Adjust start date keeping same duration.

Student Information

Update personal/family details or emergency contact.

Other

Anything not covered above.

Smart warnings

The system provides real-time warnings if an amendment can't be processed, with error details to help fix issues before submission.

Track amendment status

Status

Meaning

Sent

Submitted, waiting for processing

Processing

Provider is processing

Issued

Complete — download new policy from booking profile

Limitations

  • Only one amendment request can be open at a time per booking.

  • If outstanding payment is required (e.g. extension), credit card details may be required before submission.